Retirement Plan Advisors Ltd

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Client assets under management

$47,957,666

Clients

103

14% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$465,608

About

Retirement Plan Advisors Ltd provides discretionary portfolio management, financial planning, and pension/401(k) consulting to individuals, high‑net‑worth individuals, and retirement plan sponsors. Services include preparing individualized Investment Policy Statements, ongoing portfolio supervision, plan design, fund evaluation, fiduciary governance, and participant education.

The firm uses fundamental analysis to build client portfolios and employs both long‑ and short‑term trading strategies, including margin transactions, under discretionary authority with at least quarterly account reviews. RPA may refer clients to third‑party money managers and receives fee‑sharing from those advisers; financial planning is typically delivered as a one‑time plan with additional reports available for a fee.

A notable feature of the firm is that its principals are also active insurance agents and maintain an affiliation with an insurance business, and they may offer commissionable insurance products to clients—an arrangement the brochure discloses as a potential conflict of interest. The firm also emphasizes pension consulting services (including fiduciary governance/3(21) services) and the use of fee‑sharing with outside managers, which can distinguish its service mix from many peers.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities

Occupation focus

Retired

Fee options

Fixed

Fixed fees available for financial planning; specific amounts not stated

Percentage

$1 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.60% annually Above $2,500,000+: Negotiable

Project-based

$100 to $350 per hour for pension consulting services

Main office location

Retirement Plan Advisors Ltd

9467 Montgomery Road

Cincinnati OH 45242, United States

Number of offices

Most active in

Kentucky · Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 513-834-9383

Advisors at this firm

Anthony K

Series 63, Series 65

Cincinnati, OH

Retirement Plan Advisors Ltd

Anthony Kippins is a financial advisor with Retirement Plan Advisors Ltd in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Retirement Plan Advisors Ltd since 2011 and co-owns Institutional Fiduciary Assurance LLC, where he serves as managing director. Outside of his advisory roles, he is president of Akippins Inc, an insurance services company. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis with a range of investment vehicles and has a focus on fiduciary governance and retirement-plan services.

Annuities Retired

Lauren M

Series 65

Cincinnati, OH

Retirement Plan Advisors Ltd

Lauren Morris is a financial advisor at Retirement Plan Advisors Ltd with 11 years of industry experience. She holds a Series 65 designation and has been with Retirement Plan Advisors LLC since 2014. In addition to her advisory role, she operates a registered business in Ohio providing part-time administrative support. Retirement Plan Advisors Ltd serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm emphasizes retirement-plan consulting and fiduciary governance, utilizing fundamental analysis and a range of investment vehicles to manage client portfolios.

Annuities Retired

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